Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. For those charitably inclined, they may view a Read More...

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where Read More...

A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...

Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before you donate, even when donating through Read More...